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REIT stocks draw fresh scrutiny as investors hunt yield and liquidity in real estate

8/1/2026

Against a backdrop of shifting global rates, publicly traded real estate investment trusts are drawing renewed attention from investors seeking property exposure without the illiquidity of direct ownership.

Benzinga analyst Christina Vatansever has flagged five names across the sector: Vornado Realty Trust, Annaly Capital Management, Realty Income, SL Green, and American Tower.

The structural draw is statutory: REITs must distribute at least 90% of their taxable income to shareholders as dividends.

How the REIT structure works mechanically A REIT buys, operates, or finances real estate, then passes the bulk of income through to shareholders.